Axxcess Wealth Management LLC Boosts Stake in iShares ESG MSCI KLD 400 ETF $DSI

Axxcess Wealth Management LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 44.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,072 shares of the company’s stock after acquiring an additional 951 shares during the period. Axxcess Wealth Management LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $357,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in DSI. Bank of New York Mellon Corp grew its position in iShares ESG MSCI KLD 400 ETF by 8.8% during the first quarter. Bank of New York Mellon Corp now owns 1,110,053 shares of the company’s stock valued at $113,681,000 after acquiring an additional 89,622 shares during the period. SCS Capital Management LLC purchased a new stake in iShares ESG MSCI KLD 400 ETF during the first quarter valued at about $7,043,000. Ameriprise Financial Inc. grew its position in iShares ESG MSCI KLD 400 ETF by 5.2% during the first quarter. Ameriprise Financial Inc. now owns 989,124 shares of the company’s stock valued at $101,330,000 after acquiring an additional 48,505 shares during the period. Jones Financial Companies Lllp grew its position in iShares ESG MSCI KLD 400 ETF by 458.0% during the first quarter. Jones Financial Companies Lllp now owns 55,134 shares of the company’s stock valued at $5,646,000 after acquiring an additional 45,254 shares during the period. Finally, Wealthspire Advisors LLC grew its position in iShares ESG MSCI KLD 400 ETF by 100.1% during the first quarter. Wealthspire Advisors LLC now owns 72,984 shares of the company’s stock valued at $7,474,000 after acquiring an additional 36,517 shares during the period.

iShares ESG MSCI KLD 400 ETF Trading Up 0.7%

DSI stock opened at $126.04 on Friday. The stock has a 50-day moving average price of $123.48 and a two-hundred day moving average price of $114.74. iShares ESG MSCI KLD 400 ETF has a 12-month low of $89.16 and a 12-month high of $127.76. The company has a market cap of $4.95 billion, a PE ratio of 26.56 and a beta of 1.02.

iShares ESG MSCI KLD 400 ETF Profile

iShares MSCI KLD 400 Social Index Fund (the Fund), formerly iShares FTSE KLD 400 Social Index Fund, seeks to provide investment results that correspond generally to the price and yield performance of the MSCI KLD 400 Social Index (the Index). The Index is a free float-adjusted market capitalization index designed to measure the equity performance of the United States companies.